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Attend Our “Ask a Pro” Series

Real Conversations. Relevant Topics. Trusted Advice.

Financial decisions can feel complex. Our goal is to simplify them.
 
That’s why we launched Ask a Pro, a casual and informative series designed to bring timely financial insights directly to you. Whether you’re navigating a volatile market, planning for retirement, or just trying to make smarter financial moves, these sessions are here to help.

About The Series

Each session features practical guidance from EmVision’s own advisors or trusted industry experts. We’ll dive into the topics you care about most. From market updates and estate planning to family finances, insurance, benefits, and beyond.
 
It’s all part of our mission to help you stay healthy, wealthy, and wise.

What You Can Expect

  • Straightforward insights on current financial trends and timeless planning strategies.
  • Answers to real questions asked by people just like you.
  • Expert perspectives, including guest professionals from our network.
  • Flexible format. Join live or catch the replay on your own time.

Let's Stay in Touch

Complete the form below and we'll keep you in the loop about upcoming topics, guest speakers, and registration details.

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Upcoming Topics May Include

  • Market Volatility & What It Means for Your Portfolio
  • Planning for Retirement: Are You On Track?
  • Strategies for Family Wealth & Legacy Planning
  • Understanding Your Insurance & Employee Benefits
  • Tax-Smart Investing in Uncertain Times

Why Attend?

This isn’t your typical financial session. Ask a Pro is designed to be accessible, interactive, and focused on the real questions clients are asking. You’ll walk away with practical tips you can apply right away, and the confidence that comes from being informed.

Submit the form above to sign up for notifications and details.

Catch Up on What You Missed

Missed a session? No problem. You can watch past Ask a Pro sessions at your convenience. Our replays are a great way to stay informed on your schedule.

Contact Us

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Form CRS: Client Relationship Summary

The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87.
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